Arm, power, their ai 'neural engine'. What are google, amazon, or microsoft's differentiators? Apparently it's about 30+100+70=200B arr worth to them, which is

Arm, power, their ai 'neural engine'. What are google, amazon, or microsoft's differentiators? Apparently it's about 30+100+70=200B arr worth to them, which is worth a few trillion mcap